Home > Regions Bank > Total Fiduciary and Related Assets
Regions Bank, Total Fiduciary and Related Assets
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $100,416,000,000 | 24 |
| Managed Assets ($) | $54,433,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $13,076,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,816,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,144,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,838,000,000 | 21 |
| Corporate trust and agency accounts, managed assets | $301,000,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $24,950,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $4,613,000,000 | 14 |
| Other fiduciary accounts, managed assets | $695,000,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,520,000,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Non-managed Assets ($) | $45,983,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $6,227,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,641,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,211,000,000 | 20 |
| Other retirement accounts, non-managed assets | $743,000,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $24,003,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $165,000,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $253,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $740,000,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,031,000,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 39 |
| Individual retirement,health savings and similar accounts, non-managed | $152,000,000 | 44 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $100,154,000,000 | 25 |
| Managed Assets ($) | $54,145,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $12,932,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,901,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,175,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,892,000,000 | 22 |
| Corporate trust and agency accounts, managed assets | $49,000,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $24,931,000,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $4,678,000,000 | 15 |
| Other fiduciary accounts, managed assets | $587,000,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,568,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $46,009,000,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $6,188,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,262,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,400,000,000 | 23 |
| Other retirement accounts, non-managed assets | $775,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $24,169,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $198,000,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $261,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $756,000,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,848,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $161,000,000 | 39 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $95,893,000,000 | 24 |
| Managed Assets ($) | $51,808,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,457,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,590,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,073,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,777,000,000 | 23 |
| Corporate trust and agency accounts, managed assets | $57,000,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $23,875,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $4,424,000,000 | 16 |
| Other fiduciary accounts, managed assets | $555,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,440,000,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,085,000,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $5,699,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,867,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,247,000,000 | 20 |
| Other retirement accounts, non-managed assets | $752,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $23,328,000,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $226,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $249,000,000 | 24 |
| Other fiduciary accounts, non-managed assets | $717,000,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,962,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 37 |
| Individual retirement,health savings and similar accounts, non-managed | $163,000,000 | 41 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $95,874,000,000 | 24 |
| Managed Assets ($) | $51,026,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,096,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,464,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,078,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,778,000,000 | 23 |
| Corporate trust and agency accounts, managed assets | $79,000,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $23,955,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $4,147,000,000 | 17 |
| Other fiduciary accounts, managed assets | $429,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,427,000,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,848,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $5,646,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,984,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,372,000,000 | 20 |
| Other retirement accounts, non-managed assets | $692,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $23,984,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $209,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $245,000,000 | 23 |
| Other fiduciary accounts, non-managed assets | $716,000,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,636,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | $165,000,000 | 38 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $92,535,000,000 | 24 |
| Managed Assets ($) | $49,031,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,715,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,014,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,051,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,661,000,000 | 22 |
| Corporate trust and agency accounts, managed assets | $121,000,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $23,049,000,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,949,000,000 | 17 |
| Other fiduciary accounts, managed assets | $471,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,322,000,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $43,504,000,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $5,348,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,379,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,309,000,000 | 19 |
| Other retirement accounts, non-managed assets | $682,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $23,647,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $196,000,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $233,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $710,000,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,359,000,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $162,000,000 | 44 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $89,506,000,000 | 24 |
| Managed Assets ($) | $46,855,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,396,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,952,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $993,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,444,000,000 | 22 |
| Corporate trust and agency accounts, managed assets | $170,000,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $21,770,000,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,739,000,000 | 17 |
| Other fiduciary accounts, managed assets | $391,000,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,131,000,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,651,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $5,183,000,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,359,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,231,000,000 | 20 |
| Other retirement accounts, non-managed assets | $640,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $23,033,000,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $252,000,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $219,000,000 | 23 |
| Other fiduciary accounts, non-managed assets | $734,000,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,887,000,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $169,000,000 | 37 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $89,708,000,000 | 25 |
| Managed Assets ($) | $47,326,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $11,553,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,331,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $996,000,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $7,013,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $242,000,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $22,195,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,856,000,000 | 17 |
| Other fiduciary accounts, managed assets | $140,000,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,203,000,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,382,000,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $5,265,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,987,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,274,000,000 | 20 |
| Other retirement accounts, non-managed assets | $320,000,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $22,898,000,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $6,202,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $230,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $206,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,644,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $168,000,000 | 38 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $88,668,000,000 | 26 |
| Managed Assets ($) | $45,538,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,888,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,277,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,002,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $6,814,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $278,000,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $21,326,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,812,000,000 | 17 |
| Other fiduciary accounts, managed assets | $141,000,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,130,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,130,000,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $5,012,000,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,896,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,286,000,000 | 21 |
| Other retirement accounts, non-managed assets | $336,000,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $24,133,000,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $6,012,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $222,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $233,000,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,686,000,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $166,000,000 | 37 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $85,668,000,000 | 26 |
| Managed Assets ($) | $43,556,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,641,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,314,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $961,000,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $6,579,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $313,000,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $20,004,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,605,000,000 | 17 |
| Other fiduciary accounts, managed assets | $139,000,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,036,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $42,112,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $4,588,000,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,918,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,357,000,000 | 22 |
| Other retirement accounts, non-managed assets | $344,000,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $23,558,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $6,030,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,000,000 | 30 |
| Other fiduciary accounts, non-managed assets | $222,000,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,632,000,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $171,000,000 | 41 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $83,654,000,000 | 26 |
| Managed Assets ($) | $41,257,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,264,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,105,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,042,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $6,746,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $384,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $17,273,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,325,000,000 | 18 |
| Other fiduciary accounts, managed assets | $118,000,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,907,000,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,397,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $4,514,000,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,912,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,458,000,000 | 22 |
| Other retirement accounts, non-managed assets | $378,000,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $23,978,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $5,866,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $78,000,000 | 32 |
| Other fiduciary accounts, non-managed assets | $213,000,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,150,000,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $171,000,000 | 39 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $82,485,000,000 | 21 |
| Managed Assets ($) | $41,407,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $10,727,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,230,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,119,000,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $6,703,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $29,000,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $16,966,000,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,500,000,000 | 13 |
| Other fiduciary accounts, managed assets | $133,000,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,990,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,078,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,476,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,933,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,641,000,000 | 19 |
| Other retirement accounts, non-managed assets | $395,000,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $22,255,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $6,065,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,000,000 | 28 |
| Other fiduciary accounts, non-managed assets | $229,000,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,430,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $163,000,000 | 36 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $87,010,000,000 | 21 |
| Managed Assets ($) | $43,867,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,208,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,334,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,218,000,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $7,437,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $29,000,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $17,652,000,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,859,000,000 | 14 |
| Other fiduciary accounts, managed assets | $130,000,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,210,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,143,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,642,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,087,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,069,000,000 | 21 |
| Other retirement accounts, non-managed assets | $446,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $23,260,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $6,317,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $102,000,000 | 26 |
| Other fiduciary accounts, non-managed assets | $220,000,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,541,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $163,000,000 | 42 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $88,589,000,000 | 21 |
| Managed Assets ($) | $45,579,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,025,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,415,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,319,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $7,676,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $30,000,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $18,094,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,887,000,000 | 14 |
| Other fiduciary accounts, managed assets | $133,000,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,337,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $43,010,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $5,217,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,951,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,278,000,000 | 23 |
| Other retirement accounts, non-managed assets | $471,000,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $22,075,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $6,666,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $163,000,000 | 23 |
| Other fiduciary accounts, non-managed assets | $189,000,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,500,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $167,000,000 | 45 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $87,032,000,000 | 21 |
| Managed Assets ($) | $43,779,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,458,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,437,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,252,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $7,882,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $29,000,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $16,779,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,817,000,000 | 14 |
| Other fiduciary accounts, managed assets | $125,000,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,210,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,253,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $5,149,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,930,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,375,000,000 | 21 |
| Other retirement accounts, non-managed assets | $506,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $21,866,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $7,079,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $159,000,000 | 24 |
| Other fiduciary accounts, non-managed assets | $189,000,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,476,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $166,000,000 | 38 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $84,781,000,000 | 22 |
| Managed Assets ($) | $42,022,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $11,215,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,561,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,237,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $7,578,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $5,000,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $15,509,000,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $3,796,000,000 | 15 |
| Other fiduciary accounts, managed assets | $121,000,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,216,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,759,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $5,080,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,634,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,252,000,000 | 23 |
| Other retirement accounts, non-managed assets | $418,000,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $21,195,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $6,827,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,000,000 | 24 |
| Other fiduciary accounts, non-managed assets | $188,000,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,202,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $167,000,000 | 42 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $113,463,000,000 | 18 |
| Managed Assets ($) | $50,626,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $10,762,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,575,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $4,176,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $7,183,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $11,000,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $14,867,000,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $4,044,000,000 | 13 |
| Other fiduciary accounts, managed assets | $7,008,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,110,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $62,837,000,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $4,892,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,224,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,162,000,000 | 17 |
| Other retirement accounts, non-managed assets | $437,000,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $20,677,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $6,534,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $349,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $17,562,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,727,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $170,000,000 | 39 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $108,962,000,000 | 19 |
| Managed Assets ($) | $49,069,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $10,573,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,375,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $4,165,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $7,257,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $22,000,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $14,230,000,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $3,820,000,000 | 13 |
| Other fiduciary accounts, managed assets | $6,627,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,041,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $122,000,000 | 29 |
| Non-managed Assets ($) | $59,893,000,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $4,727,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,618,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,279,000,000 | 17 |
| Other retirement accounts, non-managed assets | $482,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $19,676,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $5,905,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $299,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $16,907,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,118,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $181,000,000 | 42 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $103,808,000,000 | 19 |
| Managed Assets ($) | $46,113,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $9,638,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,426,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,044,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $6,913,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $25,000,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $13,118,000,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $3,607,000,000 | 13 |
| Other fiduciary accounts, managed assets | $6,342,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,831,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,695,000,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $4,376,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,581,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,957,000,000 | 17 |
| Other retirement accounts, non-managed assets | $519,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $18,770,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $6,205,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $294,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $15,993,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,341,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $213,000,000 | 33 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $97,958,000,000 | 19 |
| Managed Assets ($) | $44,080,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $9,466,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,253,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $3,717,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $7,183,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $28,000,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $12,159,000,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $3,396,000,000 | 13 |
| Other fiduciary accounts, managed assets | $5,878,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,718,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,878,000,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $4,346,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,222,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,688,000,000 | 18 |
| Other retirement accounts, non-managed assets | $467,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $18,112,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $5,625,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $284,000,000 | 20 |
| Other fiduciary accounts, non-managed assets | $14,134,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,566,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $213,000,000 | 34 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $96,420,000,000 | 19 |
| Managed Assets ($) | $43,683,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $8,591,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,306,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,624,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $6,808,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $30,000,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $11,475,000,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $3,057,000,000 | 13 |
| Other fiduciary accounts, managed assets | $6,792,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,516,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $52,737,000,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $4,167,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,455,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,644,000,000 | 17 |
| Other retirement accounts, non-managed assets | $416,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $18,024,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $5,462,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $271,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $13,298,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,700,000,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $238,000,000 | 34 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $99,562,000,000 | 19 |
| Managed Assets ($) | $47,392,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $9,626,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,452,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $4,926,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $7,250,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $35,000,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $12,528,000,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $3,370,000,000 | 14 |
| Other fiduciary accounts, managed assets | $7,205,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,726,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $197,000,000 | 31 |
| Non-managed Assets ($) | $52,170,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $4,568,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,426,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,292,000,000 | 17 |
| Other retirement accounts, non-managed assets | $501,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $17,520,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $4,524,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $273,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $13,066,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,297,000,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $245,000,000 | 35 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $93,834,000,000 | 19 |
| Managed Assets ($) | $45,366,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $9,389,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,415,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $4,784,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $7,165,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $41,000,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $11,395,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $3,242,000,000 | 15 |
| Other fiduciary accounts, managed assets | $6,935,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,618,000,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,468,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $4,225,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,225,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,342,000,000 | 18 |
| Other retirement accounts, non-managed assets | $490,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $15,644,000,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $4,218,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $288,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $12,036,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,497,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $252,000,000 | 31 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $65,877,000,000 | 22 |
| Managed Assets ($) | $33,875,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $9,347,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,292,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,080,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $7,523,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $18,000,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $10,574,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $2,916,000,000 | 14 |
| Other fiduciary accounts, managed assets | $125,000,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,591,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,002,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $4,136,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,434,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,110,000,000 | 22 |
| Other retirement accounts, non-managed assets | $496,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $15,507,000,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $4,031,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,000,000 | 31 |
| Other fiduciary accounts, non-managed assets | $193,000,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,243,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $258,000,000 | 30 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $65,551,000,000 | 21 |
| Managed Assets ($) | $33,067,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $9,067,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,296,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,038,000,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $7,274,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $19,000,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $10,432,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $2,828,000,000 | 14 |
| Other fiduciary accounts, managed assets | $113,000,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,522,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,484,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $4,086,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,571,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,241,000,000 | 21 |
| Other retirement accounts, non-managed assets | $523,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $16,030,000,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $3,744,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,000,000 | 30 |
| Other fiduciary accounts, non-managed assets | $194,000,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,779,000,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $264,000,000 | 25 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,525,602,000 | 20 |
| Managed Assets ($) | $31,262,327,000 | 17 |
| Personal trust and agency accounts, managed assets | $8,653,669,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,270,118,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $977,496,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $6,800,059,000 | 9 |
| Corporate trust and agency accounts, managed assets | $20,205,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $9,693,461,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $2,737,430,000 | 13 |
| Other fiduciary accounts, managed assets | $109,889,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,423,243,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $32,263,275,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $3,714,710,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,473,121,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,055,530,000 | 22 |
| Other retirement accounts, non-managed assets | $501,972,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $16,689,885,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $3,530,536,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $103,655,000 | 30 |
| Other fiduciary accounts, non-managed assets | $193,866,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,791,229,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $254,191,000 | 28 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,238,948,000 | 20 |
| Managed Assets ($) | $33,348,126,000 | 16 |
| Personal trust and agency accounts, managed assets | $9,271,750,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,455,301,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,007,577,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $7,982,123,000 | 10 |
| Corporate trust and agency accounts, managed assets | $24,977,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $9,672,662,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $2,823,538,000 | 13 |
| Other fiduciary accounts, managed assets | $110,198,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,531,001,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,890,822,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $4,007,555,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,041,847,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,225,475,000 | 19 |
| Other retirement accounts, non-managed assets | $2,284,212,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $17,083,654,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $938,155,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $114,198,000 | 29 |
| Other fiduciary accounts, non-managed assets | $195,726,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,918,858,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $264,218,000 | 29 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,216,927,000 | 20 |
| Managed Assets ($) | $32,384,464,000 | 16 |
| Personal trust and agency accounts, managed assets | $9,138,922,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,342,356,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,015,225,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $7,901,961,000 | 10 |
| Corporate trust and agency accounts, managed assets | $36,218,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $9,197,877,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $2,658,171,000 | 13 |
| Other fiduciary accounts, managed assets | $93,734,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,477,226,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,832,463,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $4,029,573,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,351,234,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,014,257,000 | 19 |
| Other retirement accounts, non-managed assets | $2,629,927,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $18,173,768,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $323,237,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $115,175,000 | 29 |
| Other fiduciary accounts, non-managed assets | $195,292,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,557,340,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $265,022,000 | 28 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $69,367,405,000 | 20 |
| Managed Assets ($) | $32,603,044,000 | 16 |
| Personal trust and agency accounts, managed assets | $9,220,383,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,404,383,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,071,964,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $8,479,818,000 | 10 |
| Corporate trust and agency accounts, managed assets | $62,717,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $8,957,626,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,311,088,000 | 14 |
| Other fiduciary accounts, managed assets | $95,065,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,456,061,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,764,361,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $4,129,224,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,476,452,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,076,049,000 | 19 |
| Other retirement accounts, non-managed assets | $2,699,622,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $19,803,805,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $269,385,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $114,936,000 | 29 |
| Other fiduciary accounts, non-managed assets | $194,888,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,566,745,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $318,437,000 | 25 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $71,408,959,000 | 19 |
| Managed Assets ($) | $33,245,164,000 | 17 |
| Personal trust and agency accounts, managed assets | $9,486,511,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,542,710,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,094,576,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $9,065,592,000 | 10 |
| Corporate trust and agency accounts, managed assets | $95,939,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $8,502,210,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,365,908,000 | 14 |
| Other fiduciary accounts, managed assets | $91,718,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,456,028,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $38,163,795,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $4,137,205,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,360,735,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,300,339,000 | 19 |
| Other retirement accounts, non-managed assets | $2,342,397,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $21,416,474,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $282,854,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $115,222,000 | 30 |
| Other fiduciary accounts, non-managed assets | $208,569,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,161,870,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $334,481,000 | 27 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,463,377,000 | 19 |
| Managed Assets ($) | $31,543,875,000 | 17 |
| Personal trust and agency accounts, managed assets | $9,601,969,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,391,499,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,125,581,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $7,175,986,000 | 10 |
| Corporate trust and agency accounts, managed assets | $758,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $9,022,859,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $2,133,445,000 | 15 |
| Other fiduciary accounts, managed assets | $91,778,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,412,539,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,919,502,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,032,131,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,162,643,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,884,425,000 | 19 |
| Other retirement accounts, non-managed assets | $2,267,874,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $20,002,171,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $257,484,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $118,266,000 | 29 |
| Other fiduciary accounts, non-managed assets | $194,508,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,144,854,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $307,629,000 | 27 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $66,951,480,000 | 19 |
| Managed Assets ($) | $30,733,422,000 | 17 |
| Personal trust and agency accounts, managed assets | $9,518,266,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,192,751,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,116,477,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $7,140,557,000 | 10 |
| Corporate trust and agency accounts, managed assets | $2,028,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $8,647,102,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $2,025,379,000 | 16 |
| Other fiduciary accounts, managed assets | $90,862,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,357,236,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,218,058,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $3,972,060,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,107,647,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,701,487,000 | 19 |
| Other retirement accounts, non-managed assets | $2,197,582,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $20,652,620,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $264,900,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $126,831,000 | 29 |
| Other fiduciary accounts, non-managed assets | $194,931,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,035,445,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $316,153,000 | 26 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,731,454,000 | 19 |
| Managed Assets ($) | $29,675,723,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,485,641,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,113,242,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,219,122,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $6,522,759,000 | 10 |
| Corporate trust and agency accounts, managed assets | $2,026,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $8,280,872,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,961,269,000 | 16 |
| Other fiduciary accounts, managed assets | $90,792,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,316,523,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,055,731,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,030,352,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,090,835,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,475,350,000 | 19 |
| Other retirement accounts, non-managed assets | $2,338,051,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $22,529,068,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $245,480,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $158,117,000 | 25 |
| Other fiduciary accounts, non-managed assets | $188,478,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,575,840,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $298,661,000 | 26 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $69,333,146,000 | 18 |
| Managed Assets ($) | $28,523,852,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,432,571,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,083,246,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,263,956,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $5,722,918,000 | 10 |
| Corporate trust and agency accounts, managed assets | $2,025,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $8,029,411,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,898,859,000 | 15 |
| Other fiduciary accounts, managed assets | $90,866,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,267,553,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $40,809,294,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,894,541,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,958,402,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,326,957,000 | 19 |
| Other retirement accounts, non-managed assets | $2,317,529,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $25,732,771,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $240,323,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $149,503,000 | 25 |
| Other fiduciary accounts, non-managed assets | $189,268,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,562,034,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $296,683,000 | 30 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $69,146,926,000 | 17 |
| Managed Assets ($) | $28,578,553,000 | 19 |
| Personal trust and agency accounts, managed assets | $9,512,689,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,039,176,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,327,478,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $5,429,552,000 | 10 |
| Corporate trust and agency accounts, managed assets | $391,710,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $7,897,509,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,903,129,000 | 14 |
| Other fiduciary accounts, managed assets | $77,310,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,227,673,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,568,373,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,756,813,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,154,215,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,276,981,000 | 19 |
| Other retirement accounts, non-managed assets | $2,037,908,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $25,709,170,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $247,880,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $169,852,000 | 25 |
| Other fiduciary accounts, non-managed assets | $215,554,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,498,024,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $305,271,000 | 27 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $69,009,372,000 | 17 |
| Managed Assets ($) | $28,668,365,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,488,884,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,960,695,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,303,427,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,418,314,000 | 10 |
| Corporate trust and agency accounts, managed assets | $367,346,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $8,179,886,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,874,433,000 | 14 |
| Other fiduciary accounts, managed assets | $75,380,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,125,071,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,341,007,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,635,549,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,100,328,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,188,792,000 | 19 |
| Other retirement accounts, non-managed assets | $2,370,478,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $25,412,635,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $247,308,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $164,794,000 | 23 |
| Other fiduciary accounts, non-managed assets | $221,123,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,641,201,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $297,227,000 | 27 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,446,517,000 | 17 |
| Managed Assets ($) | $27,633,657,000 | 19 |
| Personal trust and agency accounts, managed assets | $9,444,108,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,869,836,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,311,014,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,309,134,000 | 10 |
| Corporate trust and agency accounts, managed assets | $349,655,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $7,422,903,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,852,338,000 | 14 |
| Other fiduciary accounts, managed assets | $74,669,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,061,433,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,812,860,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,525,909,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,861,415,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,115,670,000 | 19 |
| Other retirement accounts, non-managed assets | $1,953,655,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $25,726,803,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $244,440,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $162,743,000 | 23 |
| Other fiduciary accounts, non-managed assets | $222,225,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,293,076,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $304,626,000 | 28 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,029,631,000 | 17 |
| Managed Assets ($) | $27,605,760,000 | 19 |
| Personal trust and agency accounts, managed assets | $9,480,708,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,917,264,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,288,065,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,423,503,000 | 9 |
| Corporate trust and agency accounts, managed assets | $302,121,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $7,277,582,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,831,906,000 | 15 |
| Other fiduciary accounts, managed assets | $84,611,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,040,210,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $39,423,871,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,322,956,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,017,668,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,138,312,000 | 19 |
| Other retirement accounts, non-managed assets | $1,981,551,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $25,333,341,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $246,458,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,359,000 | 21 |
| Other fiduciary accounts, non-managed assets | $218,226,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,487,314,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $312,411,000 | 29 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $65,697,438,000 | 17 |
| Managed Assets ($) | $26,607,323,000 | 19 |
| Personal trust and agency accounts, managed assets | $9,447,512,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,849,158,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,299,261,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,876,354,000 | 9 |
| Corporate trust and agency accounts, managed assets | $201,174,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $7,021,411,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,837,881,000 | 14 |
| Other fiduciary accounts, managed assets | $74,572,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,001,841,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,090,115,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $3,283,749,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,003,388,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,010,572,000 | 19 |
| Other retirement accounts, non-managed assets | $2,137,178,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $25,041,171,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $236,939,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $157,376,000 | 22 |
| Other fiduciary accounts, non-managed assets | $219,742,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,850,844,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $317,677,000 | 28 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $65,151,440,000 | 17 |
| Managed Assets ($) | $26,945,197,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,939,655,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,908,617,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,356,502,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,412,725,000 | 12 |
| Corporate trust and agency accounts, managed assets | $188,282,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $7,112,454,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,950,858,000 | 15 |
| Other fiduciary accounts, managed assets | $76,104,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,021,484,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,206,243,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,122,742,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,178,915,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,266,821,000 | 19 |
| Other retirement accounts, non-managed assets | $2,139,779,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $23,852,814,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $259,158,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $167,698,000 | 22 |
| Other fiduciary accounts, non-managed assets | $218,316,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,416,879,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $338,028,000 | 28 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,709,342,000 | 18 |
| Managed Assets ($) | $26,987,282,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,110,165,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,888,616,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,395,076,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,368,228,000 | 12 |
| Corporate trust and agency accounts, managed assets | $161,110,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $7,008,889,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,979,991,000 | 14 |
| Other fiduciary accounts, managed assets | $75,207,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,086,305,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,722,060,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $3,193,625,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,146,160,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,333,819,000 | 20 |
| Other retirement accounts, non-managed assets | $1,736,199,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $22,594,981,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $320,636,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $181,074,000 | 22 |
| Other fiduciary accounts, non-managed assets | $215,566,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,673,846,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $339,997,000 | 31 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $61,297,474,000 | 19 |
| Managed Assets ($) | $26,863,128,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,330,334,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,854,210,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,351,492,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,257,361,000 | 12 |
| Corporate trust and agency accounts, managed assets | $158,352,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $6,829,083,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $2,006,095,000 | 14 |
| Other fiduciary accounts, managed assets | $76,201,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $978,521,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $34,434,346,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $3,093,675,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,133,814,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,195,903,000 | 20 |
| Other retirement accounts, non-managed assets | $1,563,083,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $20,785,595,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $301,942,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $143,978,000 | 25 |
| Other fiduciary accounts, non-managed assets | $216,356,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,307,337,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $309,205,000 | 35 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,223,464,000 | 19 |
| Managed Assets ($) | $26,435,613,000 | 18 |
| Personal trust and agency accounts, managed assets | $10,313,787,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,747,417,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,354,374,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,223,697,000 | 12 |
| Corporate trust and agency accounts, managed assets | $156,024,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $6,624,439,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,939,481,000 | 14 |
| Other fiduciary accounts, managed assets | $76,394,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $943,236,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,787,851,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $3,087,159,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,992,414,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,417,556,000 | 20 |
| Other retirement accounts, non-managed assets | $1,637,868,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $20,021,585,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $284,016,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,927,000 | 26 |
| Other fiduciary accounts, non-managed assets | $218,326,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,959,081,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $308,198,000 | 32 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,767,182,000 | 20 |
| Managed Assets ($) | $26,475,144,000 | 18 |
| Personal trust and agency accounts, managed assets | $10,426,528,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,661,114,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,297,468,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,235,862,000 | 11 |
| Corporate trust and agency accounts, managed assets | $137,687,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $6,672,014,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,969,225,000 | 14 |
| Other fiduciary accounts, managed assets | $75,246,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $919,171,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,292,038,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $3,270,673,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,007,261,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,453,744,000 | 20 |
| Other retirement accounts, non-managed assets | $1,637,863,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $18,293,201,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $277,021,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $130,382,000 | 26 |
| Other fiduciary accounts, non-managed assets | $221,893,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,553,694,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $324,403,000 | 32 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,141,650,000 | 21 |
| Managed Assets ($) | $25,860,141,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,338,336,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,607,363,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,306,412,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,034,863,000 | 11 |
| Corporate trust and agency accounts, managed assets | $104,250,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $5,908,476,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $2,484,044,000 | 13 |
| Other fiduciary accounts, managed assets | $76,397,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $865,590,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,281,509,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $3,183,764,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,022,028,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,268,909,000 | 21 |
| Other retirement accounts, non-managed assets | $1,584,045,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $18,646,707,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $224,992,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,576,000 | 24 |
| Other fiduciary accounts, non-managed assets | $222,488,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,627,309,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $327,424,000 | 33 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $57,588,323,000 | 21 |
| Managed Assets ($) | $25,538,374,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,488,371,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,531,686,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,257,178,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $3,795,717,000 | 12 |
| Corporate trust and agency accounts, managed assets | $39,356,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $5,869,046,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,480,961,000 | 13 |
| Other fiduciary accounts, managed assets | $76,059,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $852,665,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $32,049,949,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $3,043,787,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,807,319,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,131,341,000 | 21 |
| Other retirement accounts, non-managed assets | $1,165,920,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $19,025,059,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $228,136,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $118,500,000 | 26 |
| Other fiduciary accounts, non-managed assets | $529,887,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,693,718,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $349,181,000 | 35 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,040,399,000 | 22 |
| Managed Assets ($) | $27,467,192,000 | 20 |
| Personal trust and agency accounts, managed assets | $10,124,869,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,824,220,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,344,484,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $5,919,373,000 | 9 |
| Corporate trust and agency accounts, managed assets | $39,273,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $5,701,843,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,437,093,000 | 12 |
| Other fiduciary accounts, managed assets | $76,037,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $814,483,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,573,207,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,983,257,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,128,859,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,933,221,000 | 20 |
| Other retirement accounts, non-managed assets | $1,041,873,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $18,609,986,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $120,458,000 | 24 |
| Other fiduciary accounts, non-managed assets | $755,553,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,062,385,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $347,458,000 | 35 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $57,461,312,000 | 22 |
| Managed Assets ($) | $27,235,937,000 | 18 |
| Personal trust and agency accounts, managed assets | $10,115,845,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,837,426,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,302,089,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $5,831,558,000 | 9 |
| Corporate trust and agency accounts, managed assets | $38,765,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $5,534,923,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,499,308,000 | 12 |
| Other fiduciary accounts, managed assets | $76,023,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $774,655,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,225,375,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,983,464,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,153,936,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,830,467,000 | 20 |
| Other retirement accounts, non-managed assets | $955,620,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $18,374,033,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $138,984,000 | 22 |
| Other fiduciary accounts, non-managed assets | $788,871,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,685,767,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $345,467,000 | 36 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,383,362,000 | 20 |
| Managed Assets ($) | $27,502,932,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,205,972,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,749,057,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,302,069,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $5,656,355,000 | 9 |
| Corporate trust and agency accounts, managed assets | $39,192,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $5,929,205,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,545,912,000 | 11 |
| Other fiduciary accounts, managed assets | $75,170,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $746,599,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,880,430,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $2,979,154,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,036,806,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,807,006,000 | 20 |
| Other retirement accounts, non-managed assets | $1,022,096,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $20,097,336,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $133,347,000 | 22 |
| Other fiduciary accounts, non-managed assets | $804,685,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,474,648,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $350,546,000 | 34 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $57,433,098,000 | 20 |
| Managed Assets ($) | $27,182,460,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,876,900,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,568,562,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,476,549,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $5,597,692,000 | 9 |
| Corporate trust and agency accounts, managed assets | $39,738,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $6,037,247,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $2,564,596,000 | 11 |
| Other fiduciary accounts, managed assets | $21,176,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $707,370,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $30,250,638,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $2,883,961,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,913,459,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,433,476,000 | 19 |
| Other retirement accounts, non-managed assets | $1,032,600,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $19,036,292,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $100,999,000 | 23 |
| Other fiduciary accounts, non-managed assets | $849,851,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,321,710,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $339,176,000 | 32 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $56,093,199,000 | 21 |
| Managed Assets ($) | $26,059,358,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,068,006,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,424,940,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,477,465,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $5,376,292,000 | 10 |
| Corporate trust and agency accounts, managed assets | $39,665,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $5,721,722,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,929,792,000 | 13 |
| Other fiduciary accounts, managed assets | $21,476,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $716,437,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,033,841,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $2,932,042,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,066,470,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,320,869,000 | 19 |
| Other retirement accounts, non-managed assets | $883,464,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $18,874,460,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,664,000 | 23 |
| Other fiduciary accounts, non-managed assets | $863,872,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,533,308,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $333,087,000 | 33 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $55,796,333,000 | 19 |
| Managed Assets ($) | $26,201,491,000 | 17 |
| Personal trust and agency accounts, managed assets | $10,142,614,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,329,442,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,412,422,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $5,213,641,000 | 9 |
| Corporate trust and agency accounts, managed assets | $39,262,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $5,642,808,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $2,388,315,000 | 12 |
| Other fiduciary accounts, managed assets | $32,987,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $692,223,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,594,842,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $2,579,863,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,166,360,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,084,081,000 | 19 |
| Other retirement accounts, non-managed assets | $873,372,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $18,960,007,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,403,000 | 23 |
| Other fiduciary accounts, non-managed assets | $846,756,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,794,527,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $329,548,000 | 32 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $56,307,500,000 | 18 |
| Managed Assets ($) | $26,793,603,000 | 18 |
| Personal trust and agency accounts, managed assets | $10,315,473,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,298,349,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,467,768,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $5,467,451,000 | 9 |
| Corporate trust and agency accounts, managed assets | $39,085,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $5,739,549,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,434,274,000 | 12 |
| Other fiduciary accounts, managed assets | $31,654,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $747,685,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,513,897,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $2,829,235,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,337,626,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,203,412,000 | 19 |
| Other retirement accounts, non-managed assets | $913,447,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $18,576,914,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,014,000 | 24 |
| Other fiduciary accounts, non-managed assets | $569,249,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,131,632,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $338,792,000 | 31 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $53,987,567,000 | 19 |
| Managed Assets ($) | $25,885,550,000 | 17 |
| Personal trust and agency accounts, managed assets | $10,031,319,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,231,487,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,579,906,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,031,225,000 | 7 |
| Corporate trust and agency accounts, managed assets | $39,214,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $5,559,519,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $2,381,776,000 | 11 |
| Other fiduciary accounts, managed assets | $31,104,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $717,013,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $28,102,017,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $2,679,382,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,176,096,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,075,573,000 | 20 |
| Other retirement accounts, non-managed assets | $874,498,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $17,672,685,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,269,000 | 23 |
| Other fiduciary accounts, non-managed assets | $540,514,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,627,521,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $312,280,000 | 30 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $53,916,554,000 | 20 |
| Managed Assets ($) | $25,162,308,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,764,583,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,126,925,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,529,435,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,891,989,000 | 6 |
| Corporate trust and agency accounts, managed assets | $39,087,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $5,427,517,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $2,352,173,000 | 10 |
| Other fiduciary accounts, managed assets | $30,599,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $695,990,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,754,246,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $2,746,356,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,171,413,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,031,624,000 | 21 |
| Other retirement accounts, non-managed assets | $852,987,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $18,330,610,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $87,888,000 | 20 |
| Other fiduciary accounts, non-managed assets | $533,368,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,683,688,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $302,981,000 | 28 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $56,758,129,000 | 19 |
| Managed Assets ($) | $26,913,462,000 | 17 |
| Personal trust and agency accounts, managed assets | $10,714,102,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,211,555,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,550,794,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $5,142,156,000 | 6 |
| Corporate trust and agency accounts, managed assets | $38,562,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $5,698,793,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $2,527,221,000 | 11 |
| Other fiduciary accounts, managed assets | $30,279,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $764,743,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,844,667,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $2,737,746,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,460,507,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,266,376,000 | 20 |
| Other retirement accounts, non-managed assets | $889,113,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $18,850,185,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $93,592,000 | 21 |
| Other fiduciary accounts, non-managed assets | $547,148,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,693,613,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $316,766,000 | 27 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $57,445,327,000 | 19 |
| Managed Assets ($) | $28,558,295,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,274,128,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,093,437,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,557,143,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $5,107,610,000 | 6 |
| Corporate trust and agency accounts, managed assets | $34,691,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $6,094,332,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $2,362,124,000 | 11 |
| Other fiduciary accounts, managed assets | $34,830,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $759,126,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,887,032,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,203,013,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,672,183,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,299,513,000 | 20 |
| Other retirement accounts, non-managed assets | $938,196,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $19,147,689,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,053,000 | 23 |
| Other fiduciary accounts, non-managed assets | $534,385,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,976,043,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $321,780,000 | 25 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $55,955,199,000 | 20 |
| Managed Assets ($) | $27,595,597,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,047,614,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,010,096,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,553,132,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,154,295,000 | 6 |
| Corporate trust and agency accounts, managed assets | $2,294,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $5,919,765,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,865,797,000 | 11 |
| Other fiduciary accounts, managed assets | $42,604,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $746,511,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $28,359,602,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,095,868,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,473,866,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,977,505,000 | 21 |
| Other retirement accounts, non-managed assets | $1,144,947,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $19,061,845,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $82,231,000 | 24 |
| Other fiduciary accounts, non-managed assets | $523,340,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,659,607,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $283,974,000 | 30 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $52,927,646,000 | 22 |
| Managed Assets ($) | $26,116,607,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,602,340,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $951,163,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,522,967,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,046,555,000 | 6 |
| Corporate trust and agency accounts, managed assets | $2,513,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $5,128,974,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,820,111,000 | 10 |
| Other fiduciary accounts, managed assets | $41,984,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $710,815,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,811,039,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $1,079,370,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,466,004,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,950,371,000 | 20 |
| Other retirement accounts, non-managed assets | $981,277,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $17,756,125,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $89,831,000 | 21 |
| Other fiduciary accounts, non-managed assets | $488,061,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,645,214,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $286,906,000 | 27 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $50,959,195,000 | 23 |
| Managed Assets ($) | $25,078,927,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,225,133,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $916,388,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,424,245,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,991,307,000 | 5 |
| Corporate trust and agency accounts, managed assets | $2,496,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $4,747,637,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,735,008,000 | 9 |
| Other fiduciary accounts, managed assets | $36,713,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $666,001,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,880,268,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $1,050,631,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,480,998,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,527,573,000 | 22 |
| Other retirement accounts, non-managed assets | $3,454,340,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $14,807,436,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $298,699,000 | 12 |
| Other fiduciary accounts, non-managed assets | $260,591,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,726,676,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $283,025,000 | 25 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $52,766,959,000 | 22 |
| Managed Assets ($) | $26,038,735,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,525,609,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $957,186,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,853,977,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,873,971,000 | 6 |
| Corporate trust and agency accounts, managed assets | $2,177,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $4,912,525,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,865,975,000 | 9 |
| Other fiduciary accounts, managed assets | $47,315,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $710,000,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,728,224,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $1,075,690,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,216,464,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,570,699,000 | 23 |
| Other retirement accounts, non-managed assets | $2,539,283,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $13,747,707,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $91,108,000 | 25 |
| Other fiduciary accounts, non-managed assets | $487,273,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,606,922,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $294,155,000 | 25 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $51,190,309,000 | 23 |
| Managed Assets ($) | $25,781,073,000 | 18 |
| Personal trust and agency accounts, managed assets | $11,385,528,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $954,539,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,905,898,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,819,516,000 | 5 |
| Corporate trust and agency accounts, managed assets | $2,591,000 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $4,843,975,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,833,320,000 | 10 |
| Other fiduciary accounts, managed assets | $35,706,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $686,286,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $25,409,236,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,113,934,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,078,287,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,453,015,000 | 23 |
| Other retirement accounts, non-managed assets | $2,175,169,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $12,982,059,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $94,130,000 | 24 |
| Other fiduciary accounts, non-managed assets | $512,642,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,868,856,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $302,950,000 | 28 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $50,410,802,000 | 23 |
| Managed Assets ($) | $26,019,426,000 | 20 |
| Personal trust and agency accounts, managed assets | $12,887,574,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $828,928,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,788,900,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $5,022,550,000 | 4 |
| Corporate trust and agency accounts, managed assets | $2,784,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $5,124,389,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $364,301,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,391,376,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,202,588,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,062,291,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,295,009,000 | 24 |
| Other retirement accounts, non-managed assets | $2,202,992,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $12,029,613,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $598,883,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,611,072,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $48,343,821,000 | 23 |
| Managed Assets ($) | $24,357,866,000 | 21 |
| Personal trust and agency accounts, managed assets | $12,166,045,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $790,784,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,704,838,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,520,014,000 | 4 |
| Corporate trust and agency accounts, managed assets | $3,147,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $4,818,648,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $354,390,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,985,955,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,182,134,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,656,159,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,052,499,000 | 23 |
| Other retirement accounts, non-managed assets | $2,721,839,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $11,793,766,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $579,558,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,112,148,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $45,007,014,000 | 24 |
| Managed Assets ($) | $23,184,847,000 | 21 |
| Personal trust and agency accounts, managed assets | $11,579,947,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $821,238,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,643,038,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,290,176,000 | 4 |
| Corporate trust and agency accounts, managed assets | $3,417,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $4,496,462,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $350,569,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,822,167,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,152,764,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,026,860,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,739,190,000 | 25 |
| Other retirement accounts, non-managed assets | $2,450,285,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $10,787,026,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $666,042,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,371,705,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $46,756,079,000 | 24 |
| Managed Assets ($) | $24,624,526,000 | 21 |
| Personal trust and agency accounts, managed assets | $12,354,540,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $839,485,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,812,550,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,648,915,000 | 3 |
| Corporate trust and agency accounts, managed assets | $3,305,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $4,620,228,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $345,503,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,131,553,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,056,149,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,487,223,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,960,092,000 | 26 |
| Other retirement accounts, non-managed assets | $2,229,465,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $10,710,334,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $688,290,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,539,826,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $53,366,329,000 | 23 |
| Managed Assets ($) | $26,904,617,000 | 20 |
| Personal trust and agency accounts, managed assets | $13,893,639,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $929,259,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,925,684,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $4,863,591,000 | 5 |
| Corporate trust and agency accounts, managed assets | $3,022,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $4,960,375,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $329,047,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,461,712,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,170,100,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,153,382,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,121,157,000 | 24 |
| Other retirement accounts, non-managed assets | $2,766,106,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $13,612,661,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $638,306,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,621,872,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $56,120,290,000 | 25 |
| Managed Assets ($) | $27,810,034,000 | 21 |
| Personal trust and agency accounts, managed assets | $14,482,966,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,231,206,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,869,932,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $4,809,169,000 | 6 |
| Corporate trust and agency accounts, managed assets | $5,985,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $5,086,640,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $324,136,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,310,256,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,248,929,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,730,116,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,297,878,000 | 26 |
| Other retirement accounts, non-managed assets | $2,831,756,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $14,489,301,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $712,276,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,428,741,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,412,883,000 | 24 |
| Managed Assets ($) | $28,327,815,000 | 20 |
| Personal trust and agency accounts, managed assets | $14,842,252,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,272,937,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,924,409,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $4,935,029,000 | 5 |
| Corporate trust and agency accounts, managed assets | $6,124,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $5,085,805,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $261,259,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,085,068,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,211,090,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,379,077,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,364,973,000 | 25 |
| Other retirement accounts, non-managed assets | $2,978,815,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $17,491,799,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $659,314,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,158,555,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,617,988,000 | 24 |
| Managed Assets ($) | $29,179,102,000 | 21 |
| Personal trust and agency accounts, managed assets | $15,621,277,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,033,198,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $2,360,618,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $3,821,407,000 | 9 |
| Corporate trust and agency accounts, managed assets | $6,662,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $6,088,175,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $247,765,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,438,886,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,449,400,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,793,052,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,463,969,000 | 27 |
| Other retirement accounts, non-managed assets | $2,672,228,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $17,275,179,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $785,058,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,102,579,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,609,864,000 | 25 |
| Managed Assets ($) | $30,184,983,000 | 21 |
| Personal trust and agency accounts, managed assets | $15,960,504,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,054,915,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $2,433,936,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $4,062,416,000 | 7 |
| Corporate trust and agency accounts, managed assets | $7,643,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $6,414,717,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $250,852,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,424,881,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,842,090,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,197,030,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,479,119,000 | 27 |
| Other retirement accounts, non-managed assets | $2,701,935,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $17,403,868,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $800,839,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,199,372,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $53,533,551,000 | 26 |
| Managed Assets ($) | $29,541,087,000 | 21 |
| Personal trust and agency accounts, managed assets | $15,305,065,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $791,629,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $2,381,450,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,601,583,000 | 14 |
| Corporate trust and agency accounts, managed assets | $2,770,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $9,261,392,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $197,198,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,992,464,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,896,911,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,912,271,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,490,393,000 | 28 |
| Other retirement accounts, non-managed assets | $3,121,953,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $10,725,997,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $844,939,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,376,210,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $53,306,801,000 | 26 |
| Managed Assets ($) | $29,116,768,000 | 23 |
| Personal trust and agency accounts, managed assets | $15,099,259,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $830,793,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $2,333,080,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $1,675,226,000 | 14 |
| Corporate trust and agency accounts, managed assets | $11,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $9,093,698,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $84,701,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,190,033,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $2,031,001,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,813,373,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,151,916,000 | 29 |
| Other retirement accounts, non-managed assets | $3,423,490,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $10,759,342,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,010,911,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,086,742,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $49,944,707,000 | 26 |
| Managed Assets ($) | $29,104,897,000 | 23 |
| Personal trust and agency accounts, managed assets | $14,951,766,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,068,530,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $2,089,403,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $1,727,444,000 | 14 |
| Corporate trust and agency accounts, managed assets | $11,000 | 251 |
| Investment management and investment advisory agency accounts, managed assets | $9,174,312,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $93,431,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,839,810,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $2,062,180,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,918,683,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,503,780,000 | 32 |
| Other retirement accounts, non-managed assets | $2,071,375,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $9,294,653,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $989,139,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,063,107,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $26,332,549,000 | 36 |
| Managed Assets ($) | $13,253,552,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,918,758,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $308,082,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $588,833,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $763,498,000 | 24 |
| Corporate trust and agency accounts, managed assets | $10,000 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $4,619,495,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $54,876,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,078,997,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $1,296,281,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,004,414,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $591,763,000 | 44 |
| Other retirement accounts, non-managed assets | $633,562,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $7,928,736,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $624,241,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,315,525,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $23,848,244,000 | 36 |
| Managed Assets ($) | $11,143,760,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,156,302,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,548,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $584,330,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $740,162,000 | 22 |
| Corporate trust and agency accounts, managed assets | $10,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $4,253,418,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $106,990,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,704,484,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $1,252,845,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,943,637,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $573,255,000 | 50 |
| Other retirement accounts, non-managed assets | $1,616,322,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $6,821,894,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $496,531,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,411,530,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $22,160,758,000 | 39 |
| Managed Assets ($) | $11,293,452,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,179,154,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,982,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $595,852,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $750,188,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $4,338,342,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $126,934,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,867,306,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $822,306,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,162,819,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,466,958,000 | 39 |
| Other retirement accounts, non-managed assets | $759,014,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $5,181,919,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $474,290,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,793,948,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $21,313,856,000 | 39 |
| Managed Assets ($) | $11,031,379,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,026,387,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $298,591,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $584,050,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $729,203,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $4,288,798,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $104,350,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,282,477,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $736,933,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,120,923,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,408,493,000 | 39 |
| Other retirement accounts, non-managed assets | $728,063,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $4,904,775,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $383,290,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,974,652,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $21,319,322,000 | 39 |
| Managed Assets ($) | $11,070,113,000 | 37 |
| Personal trust and agency accounts, managed assets | $5,034,768,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $305,598,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $591,059,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $724,258,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $4,311,997,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $102,433,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,249,209,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $728,987,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,252,780,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,375,346,000 | 39 |
| Other retirement accounts, non-managed assets | $688,218,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $4,733,185,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $470,693,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,871,083,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,898,574,000 | 42 |
| Managed Assets ($) | $9,971,306,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,454,354,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $367,609,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $519,162,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $552,176,000 | 25 |
| Corporate trust and agency accounts, managed assets | $21,012,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $3,995,783,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,210,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,927,268,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $609,861,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,157,310,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $370,864,000 | 53 |
| Other retirement accounts, non-managed assets | $1,279,032,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $4,131,461,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $378,740,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,586,061,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,138,177,000 | 54 |
| Managed Assets ($) | $7,308,113,000 | 49 |
| Personal trust and agency accounts, managed assets | $3,205,305,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,047,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $488,017,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $361,039,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $3,068,747,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,958,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,830,064,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $444,755,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,636,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,345,000 | 61 |
| Other retirement accounts, non-managed assets | $309,352,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $3,413,907,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $366,069,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,107,915,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,311,388,000 | 53 |
| Managed Assets ($) | $7,220,757,000 | 50 |
| Personal trust and agency accounts, managed assets | $3,269,155,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,606,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $499,023,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $353,813,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $2,903,353,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,807,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,090,631,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $397,603,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,245,649,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $216,888,000 | 61 |
| Other retirement accounts, non-managed assets | $549,517,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $3,366,405,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $314,569,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,060,627,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,618,673,000 | 53 |
| Managed Assets ($) | $7,159,936,000 | 48 |
| Personal trust and agency accounts, managed assets | $3,854,299,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,745,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $503,698,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $335,730,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $2,269,078,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,386,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,458,737,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $673,179,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,175,489,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $175,548,000 | 70 |
| Other retirement accounts, non-managed assets | $555,187,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $2,815,732,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $63,602,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,698,202,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,090,469,000 | 57 |
| Managed Assets ($) | $6,989,607,000 | 50 |
| Personal trust and agency accounts, managed assets | $3,854,366,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $198,534,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $464,267,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $341,630,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $2,117,824,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,986,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,100,862,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $666,749,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,127,188,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $173,977,000 | 69 |
| Other retirement accounts, non-managed assets | $552,147,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $2,577,420,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,381,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,756,369,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,817,483,000 | 60 |
| Managed Assets ($) | $5,688,085,000 | 58 |
| Personal trust and agency accounts, managed assets | $3,912,682,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,560,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $470,024,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $348,113,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $745,850,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,856,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,129,398,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $698,377,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,124,387,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,799,000 | 63 |
| Other retirement accounts, non-managed assets | $546,948,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $2,532,736,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,151,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,749,366,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,767,622,000 | 63 |
| Managed Assets ($) | $5,696,932,000 | 59 |
| Personal trust and agency accounts, managed assets | $3,863,404,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,995,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $475,905,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $345,725,000 | 37 |
| Corporate trust and agency accounts, managed assets | $416,000 | 214 |
| Investment management and investment advisory agency accounts, managed assets | $769,513,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,974,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,070,690,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $681,369,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,060,493,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $248,084,000 | 67 |
| Other retirement accounts, non-managed assets | $589,051,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $2,466,019,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,674,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,596,539,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,544,902,000 | 63 |
| Managed Assets ($) | $5,507,195,000 | 60 |
| Personal trust and agency accounts, managed assets | $3,761,372,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,800,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $452,395,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $331,386,000 | 38 |
| Corporate trust and agency accounts, managed assets | $3,129,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $731,981,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $27,132,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,037,707,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $649,958,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $983,701,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $306,958,000 | 64 |
| Other retirement accounts, non-managed assets | $580,538,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $2,504,997,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,555,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,443,672,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,114,335,000 | 64 |
| Managed Assets ($) | $6,030,226,000 | 58 |
| Personal trust and agency accounts, managed assets | $3,750,404,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $213,682,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $422,198,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $328,641,000 | 35 |
| Corporate trust and agency accounts, managed assets | $2,951,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $1,154,009,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $158,341,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,084,109,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $624,465,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $995,970,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $297,055,000 | 64 |
| Other retirement accounts, non-managed assets | $583,768,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $2,511,292,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $71,559,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,066,396,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,624,032,000 | 63 |
| Managed Assets ($) | $5,871,706,000 | 54 |
| Personal trust and agency accounts, managed assets | $3,562,695,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,824,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $391,933,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $325,118,000 | 33 |
| Corporate trust and agency accounts, managed assets | $2,783,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $1,164,117,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $216,236,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,752,326,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $586,677,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $879,739,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $272,196,000 | 67 |
| Other retirement accounts, non-managed assets | $514,544,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $2,423,257,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $75,913,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,492,502,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,599,570,000 | 60 |
| Managed Assets ($) | $5,953,116,000 | 54 |
| Personal trust and agency accounts, managed assets | $3,631,670,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,737,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $398,156,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $328,672,000 | 33 |
| Corporate trust and agency accounts, managed assets | $2,790,000 | 156 |
| Investment management and investment advisory agency accounts, managed assets | $1,167,918,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $205,173,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,646,454,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $591,288,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $889,471,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $282,000,000 | 70 |
| Other retirement accounts, non-managed assets | $529,690,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $3,283,561,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $70,444,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,098,693,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,511,993,000 | 49 |
| Managed Assets ($) | $8,519,934,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,870,114,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,189,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $185,003,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $367,878,000 | 32 |
| Corporate trust and agency accounts, managed assets | $2,841,000 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $3,627,541,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $185,368,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,992,059,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $680,636,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $921,820,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $542,602,000 | 48 |
| Other retirement accounts, non-managed assets | $589,759,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $3,176,486,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $80,756,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,794,789,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |